Add Memorized Investment Transactions to be handle at Bills & Income Reminders

I have monthly withdrawals from several investment accounts, and it would be helpful to allow these to be handled via the automated "Bills and Income" processing part of Quicken
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  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    We may already schedule memorized investment transactions as a scheduled transaction group which are handled via the automated "Bills and Income" processing part of Quicken press Ctrl + J, select Add > Schedule Transaction Group
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    If these withdraws are going to non investment accounts then it would be best to put in the reminders in the non investment accounts.

    But it is also possible to setup reminders for investment transactions.
    You go into the investment account and right click on a transaction and select "Memorize investment transaction".  After you have memorized the transaction(s) type Ctrl+J to bring up the Bills and Reminders window.  Select Add -> Scheduled Transaction Group, type in a name for the "group", and select the investment account you want to this to apply to.  From there you can select Investment and select the checkbox for the group.

    Note to change the group go back to that account and right click on a transaction and select "Memorized Investment Transaction List".
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